Gerber Kawasaki Wealth & Investment Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio ARKG Stock Details ARKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,785	Closed	-$547K	–	252
2021 Q4	$547K	Sell	5,785 -963	-14%	-$66.6K	0.04%	150
2021 Q3	$504K	Sell	6,748 -692	-9%	-$58.1K	0.07%	105
2021 Q2	$688K	Sell	7,440 -4,488	-38%	-$382K	0.07%	126
2021 Q1	$1.06M	Buy	11,928 +5,404	+83%	+$536K	0.13%	93
2020 Q4	$608K	Buy	+6,524	New	+$520K	0.08%	105

Other funds holding ARKG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ARKG Position: Q1 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2022, closing a stake of 5,785 shares — an estimated $547K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ARKG in Q4 2020 and held it in 5 quarters. The position peaked at $1.06M in Q1 2021. 388 funds tracked by Wall St. Rank hold ARKG as of Q1 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining ARK Genomic Revolution ETF position as of Q1 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 5,785 ARK Genomic Revolution ETF shares in Q1 2022, an estimated $547K.
Gerber Kawasaki Wealth & Investment Management first reported a position in ARK Genomic Revolution ETF in Q4 2020 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's ARK Genomic Revolution ETF position peaked at $1.06M in Q1 2021.
388 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2022, filed 12 May 2022.